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1,343 hedge funds and large institutions have $21.3B invested in Hershey in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 432 increasing their positions, 528 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $610M

1.5% less ownership

Funds ownership: 83.68%82.18% (-1.5%)

4% less funds holding

Funds holding: 1,3941,343 (-51)

10% less capital invested

Capital invested by funds: $23.6B → $21.3B (-$2.3B)

13% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 213

18% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 528

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,343
Holders Change
-51
Holders Change %
-3.66%
% of All Funds
17.69%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
186
Increased
432
Reduced
528
Closed
213
Calls
$1.3B
Puts
$610M
Net Calls
+$692M
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
PBC
901
Pavion Blue Capital
California
$331K
HIG
902
Heritage Investment Group
Florida
$328K
MWA
903
MN Wealth Advisors
Kansas
$327K +$1.08K +6 +0.3%
FNBTCON
904
First National Bank & Trust Co of Newtown
Pennsylvania
$324K
FRA
905
Frank Rimerman Advisors
California
$323K +$6.63K +37 +2%
GD
906
Grandfield & Dodd
New York
$321K
PA
907
Profund Advisors
Maryland
$321K -$62.2K -347 -15%
PCIA
908
Prime Capital Investment Advisors
Kansas
$320K -$74.2K -414 -18%
BWS
909
Broadway Wealth Solutions
Texas
$320K +$338K +1,887 New
SWM
910
Spire Wealth Management
Virginia
$319K +$118K +656 +53%
NHC
911
Nicholas Hoffman & Company
Georgia
$319K -$32.6K -182 -9%
SB
912
Simmons Bank
Arkansas
$318K -$4.48K -25 -1%
HCM
913
Hall Capital Management
Rhode Island
$318K +$336K +1,875 New
PWP
914
Principle Wealth Partners
Connecticut
$317K
APA
915
Astoria Portfolio Advisors
New York
$316K -$13.6K -76 -4%
SWM
916
Silverlake Wealth Management
Vermont
$316K +$179 +1 +0.1%
CSP
917
Cary Street Partners
Virginia
$314K +$332K +1,853 New
SCA
918
Sippican Capital Advisors
Massachusetts
$313K
ARMT
919
Amica Retiree Medical Trust
Rhode Island
$313K -$28.9K -161 -8%
CT
920
Caldwell Trust
Florida
$313K -$35.9K -200 -10%
CFG
921
Certior Financial Group
Pennsylvania
$313K +$331K +1,846 New
LFAS
922
Level Four Advisory Services
Texas
$312K -$148K -828 -31%
BAM
923
BTS Asset Management
Massachusetts
$310K +$137K +763 +71%
SWP
924
Strategic Wealth Partners
Ohio
$310K -$4.45M -24,811 -93%
LSAG
925
Lake Street Advisors Group
New Hampshire
$310K -$28.9K -161 -8%

HSY Hedge Fund Activity: Q4 2024 in Review

1,343 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2024, worth a combined $21.3B — down 9.7% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of HSY and 186 opened new positions — a net loss of 27 holders — while 528 trimmed existing stakes and 432 added.

The largest buyer was Capital International Investors, adding an estimated $535M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 1,343 institutional investors held Hershey (HSY) as of Q4 2024, down from 1,394 in Q3 2024.
  • Funds reported $21.3B of Hershey stock for Q4 2024, down 9.7% quarter-over-quarter.
  • 186 funds opened new Hershey positions in Q4 2024 and 213 closed out, a net change of -27 holders.
  • The largest Hershey buyer in Q4 2024 was Capital International Investors, an estimated $535M added.
  • The largest Hershey seller in Q4 2024 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2024.